One Stock Superinvestors Are Selling

As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.

While doing this research we’ve also uncovered a number of stocks that superinvestors have sold, or reduced in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Selling‘. This week we’ll take a look at:

Mastercard Inc (NYSE: MA)

Mastercard is the second- largest payment processor in the world, having processed $4.8 trillion in purchase transactions during 2020. Mastercard operates in over 200 countries and processes transactions in over 150 currencies.

A quick look at the price chart below for Mastercard shows us that the stock is up 11.5% in the past twelve months.

(Source: Morningstar)

Superinvestors who reduced, or sold out of Mastercard include:

(Remaining shares)

Chuck Akre – 5,866,510

Tom Russo – 3,408,038

Steve Mandel – 1,803,798

Cliff Asness – 597,090

David Tepper – 140,000

Murray Stahl – 41,059

Wally Weitz – 26,004

Joel Greenblatt – 19,203

Louis Bacon – 10,672

Paul Tudor Jones – SOLD OUT